Steven Kaplan

Critic
DISC Type : C

Project Specialist at The Parkoff Organization

Brooklyn, New York, United States

Overview

Steven Kaplan is a Project Specialist at The Parkoff Organization, focusing on accounts payable and procurement. A graduate of Brooklyn College with both a BBA and an MBA, he holds certifications in Bloomberg Market Concepts and Finance Fundamentals. Colleagues describe him as motivated, innovative, and a creative thinker.

His background includes several roles as a Behavioral Health Technician, indicating a foundation in client-facing and support-oriented work before his transition into the business and finance sector. He has a demonstrated commitment to continuous learning through various certifications.

He made a significant career pivot from behavioral health to finance and real estate, underscoring his adaptability and drive.

Personality Overview

Information Seeker

Negotiator

Critic

It is very likely that they will negotiate pricing or other important terms.  Unless the value is proven by data, they are unlikely to value fancy features. They like to take decisions independently and do not seek others' support often.

Topics They Care About

Accounts & Procurement
His current professional headline emphasizes his growing expertise in Accounts Payable and Procurement, indicating a key area of focus.
Financial Markets
He has earned certifications in Bloomberg Market Concepts and Bloomberg Finance Fundamentals, showing a clear interest in financial analysis and markets.
Credit Risk Management
Recently obtained a certification in Credit Risk Management from the NCUA, highlighting a specific interest within the finance domain.

Media Appearances

Steven has no verified media appearances

Work History

3-2025
Project Specialist at The Parkoff Organization
8-2024
Behavioral Health Technician at Vibrant ABA
7-2024
Behavioral Technician at Encore Support Services
1-2025
Behavioral Health Technician at Kidz Thrive ABA
11-2024
Direct Support Professional at HUMAN CARE SERVICES FOR FAMILIES AND CHILDREN, INC

Education

1-2023 - 12-2024
Master of Business Administration - MBA from Brooklyn College
8-2021 - 12-2023
Bachelor of Business Administration - BBA from Brooklyn College

More Information

Social Presence :

Prographics :

Exp : 1 Location : Brooklyn, New York, United States Job Level : Junior Designation : Project Specialist at The Parkoff Organization
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Insights For Selling To Steven

During A Call Or A Meeting

DO's

  • Be formal and objective, they will appreciate it more
  • If you can, show them industry reports or analyst comments instead of sharing anecdotal stories
  • Keep some extra margin while sharing pricing, they are likely to negotiate later

DONT's

  • Avoid pushing them too much to involve other stakeholders unless it is critical
  • Don’t try to give too many examples of other users, they like to make their own decisions
  • Don’t try too hard to build a relationship with them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Steven is

  • Proof of ROI, low pricing and objective proof points are the important factors for them.
  • Will you ever get a clear answer from Steven

  • They do not mind saying no if they believe that it is the right decision.

Insights For Deal Planning

    How fast (or slow) will Steven move?

  • Their decision-making is neither very fast nor very slow, they are somewhere in between.
  • Can Steven take some risk or not?

  • They can take risks if their analysis shows that it would be worth it.

You And Steven

Personality Compatibility


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